Get the free Adviser charge instruction - Aegon - aegon co

For customers Wealth Management Portfolio Adviser charge instruction About this instruction is split into two parts: You should use this instruction if you've a Wealth Management Portfolio bond, and

How to fill out adviser charge instruction

How to fill out adviser charge instruction:

1. Start by gathering all the necessary information and documents needed to complete the instruction. This may include details about the financial adviser, the client, and any relevant financial products or services.
2. Begin the instruction by clearly stating the purpose and objectives of the adviser charge. This could include details about the services being provided, the associated fees, and any specific payment terms or schedules.
3. Next, provide a breakdown of the charges and fees being levied. This should include a clear description of each charge, the amount or percentage being charged, and any applicable VAT or other taxes.
4. Specify the payment method and frequency. This could be through direct debit, bank transfer, or any other agreed-upon payment method. Also, indicate whether the charges are to be paid upfront, in installments, or upon completion of specific services.
5. If there are any additional terms and conditions related to the adviser charge, such as cancellation policies or any penalties for late payments, include them in the instruction. Make sure to clearly outline these terms to avoid any misunderstandings or disputes in the future.
6. Finally, review the completed adviser charge instruction to ensure accuracy and completeness. Double-check that all the necessary information has been provided and that it aligns with the agreement between the adviser and the client.

Who needs adviser charge instruction:

1. Individuals seeking financial advice and services from a professional adviser may require an adviser charge instruction. This could include individuals planning for retirement, managing investments, or seeking guidance on financial planning.
2. Businesses or organizations that engage financial advisers to manage their finances, investments, or employee benefits may also need an adviser charge instruction. This helps outline the terms and fees associated with the services provided.
3. Financial advisers themselves may use adviser charge instructions to clearly communicate their fees and charges to clients. This ensures transparency and helps establish a clear understanding of the costs involved before engaging their services.

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